Email Routing Software

To retrieve e-mail leads from a catch all address and route them to "Online" agents.

We receive leads from multiple sources via email throughout the day. We need a program where we can configure our email POP information with a "Check" interval and have the software retrieve all emails using the input values from above. Once retrieved, the program then needs to be able to route emails to multiple agents, if they are online. We need to be able to add\remove\edit agents and be able to set their status ONLINE or OFFLINE. If the agent if offline, no email should be routed to them. If the agent is ONLINE, the program will route the next available email to that agent.

## Deliverables

**Insuroute** - Lead Routing Project

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**Objective**

To retrieve e-mail leads from a catch all address and route them to "Online" agents.

We receive leads from multiple sources via email throughout the day. We need a program where we can configure our email POP information with a "Check" interval and have the software retrieve all emails using the input values from above. Once retrieved, the program then needs to be able to route emails to multiple agents, if they are online. We need to be able to add\remove\edit agents and be able to set their status ONLINE or OFFLINE. If the agent if offline, no email should be routed to them. If the agent is ONLINE, the program will route the next available email to that agent.

Email routing should be done one agent at a time. For example, Company A sets up 3 agents:

**Agent A - ONLINE

Agent B - OFFLINE

Agent C - ONLINE

Agent D - ONLINE**

When the software checks the email via POP, 5 new leads are retrieved. Using the schema above, the email software needs to distribute emails to ONLINE agents 1 email at a time.

Email 1 -> Agent A

Email 2 -> Agent C

Email 3 -> Agent D

Email 4 -> Agent A

Email 5 -> Agent C

(Notice how Agent B was skipped both times because the agent was marked OFFLINE). Suppose Agent B

came online after its turn was skipped the 1st time, then the email routing should be:

Email 1 -> Agent A

Email 2 -> Agent C

Email 3 -> Agent D

Email 4 -> Agent A

Email 5 -> Agent B < Agent B signed on before its turn so the email was routed to him instead of Agent C. If 6 emails were retrieved, then the email routing should be:

Email 1 -> Agent A

Email 2 -> Agent C

Email 3 -> Agent D

Email 4 -> Agent A

Email 5 -> Agent B

Email 6 -> Agent C

Ideally we would like each agent to have a client software that agents can use to sign themselves ON or OFF. However, based on cost, we might just keep it to 1 main program instead of the Host/Client base type of software. Please quote me on both.

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**Infrastructure

**- We are on a Server 2003 with Exchange 2003 system. However, we need this software to work on Exchange 2003/2007 AND hosted emails.